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ALTUS ALLIANCE 2016
Technology Premiere: What's New and Coming Up in CRM
A Little About Me • Role• Business Development Executive • Responsible for Dynamics CRM and
Dynamics NAV discussions • Fun Fact• Had a blast Skydiving twice
• Once on a beautiful sunny day and once in a terrifying storm
• Noteably absent from the picture: discomfort from the harness and pure fear (that came later)
CRM Technology Platform
Mobile & Tablet
Social
Marketing
New In Dynamics CRM • Simplified Exporting• Minimized windows and steps
• Excel and Word Export Templates• Reporting and Export Simplification
• User Interface Personalization• Shading and order adjustments
• Service Functionality Enhancements• Enhanced Contract and Case Management
• Phone and Tablet UI Changes • New UI and layout
Peripheral Dynamics CRM Updates• OneDrive Integration• Document management is now personalized as users can
decide whether to store within the CRM solution or their personal OneDrive
• Cortana Integration• For those who have set Cortana up for Windows
• External Party Access• External Limited View
• Increased Social Engagement, Dynamics Marketing, Power BI, Delve
Thanks for coming!@altusdynamics
altusdynamics.comlinkedin.com/company/altus-dynamics
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